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Original filing (PDF)20251107111557NAL0000777137001
PLENTY UNLIMITED INC.
Form 5500
FILING_RECEIVED
PLENTY 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
151
Accounts w/ balance
447
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLENTY UNLIMITED INC..
Plan sponsor
Name
PLENTY UNLIMITED INC.
EIN
81-1900916
Address
1461 COMMERCE DR · LARAMIE, WY · 82070
Phone
(307) 460-8881
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
27 direct securities· $21.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $5.0M | 22.8% | |
| Fidelity 500 Index Fund " | — | — | — | $3.3M | 14.9% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $2.4M | 11.0% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $2.3M | 10.5% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $1.8M | 8.2% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $1.5M | 6.8% | |
| T. Rowe Price Blue Chip Growth Fund " | — | — | — | $830K | 3.8% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $817K | 3.7% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $468K | 2.1% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $442K | 2.0% | |
| Vanguard Total International Stock Index Fund Admiral Shares " | — | — | — | $387K | 1.8% | |
| Vanguard Small Cap Index Fund Admiral Shares " | — | — | — | $368K | 1.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares " | — | — | — | $362K | 1.7% | |
| Dodge & Cox Stock Fund Class X " | — | — | — | $308K | 1.4% | |
| American Funds New Perspective R6 Fund " | — | — | — | $277K | 1.3% | |
| Dodge & Cox Income Fund Class X " | — | — | — | $244K | 1.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares " | — | — | — | $157K | 0.7% | |
| Vanguard Explorer Fund Admiral Shares " | — | — | — | $127K | 0.6% | |
| DFA U.S. Small Cap Value Fund " | — | — | — | $115K | 0.5% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral " | — | — | — | $97K | 0.4% | |
| Fidelity Real Estate Index Fund " | — | — | — | $93K | 0.4% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $89K | 0.4% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $88K | 0.4% | |
| Brokerage Link Self-directed brokerage account | — | — | — | $54K | 0.2% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $53K | 0.2% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $9K | <0.1% |
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